PRIVATE WEALTH SOLUTIONS, LLC

26050 Mureau Road
Suite 103
Calabasas, California 91302
Tel: 818-264-0600

About PRIVATE WEALTH SOLUTIONS, LLC

PRIVATE WEALTH SOLUTIONS, LLC, formally registered with the SEC as PRIVATE WEALTH SOLUTIONS, LLC. The firm was established in 09/01/2017. They have over 1 offices throughout the country.

PRIVATE WEALTH SOLUTIONS, LLC is a Calabasas, California based Financial Planning firm with nearly $403,302,552 assets under management, offering retirement planning & investment advisory services to 1077 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289437
SEC#	801-111072
Assets Managed by Firm	$403,302,552
No. of Clients	1077
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1077	$403,302,552
Individuals (other than high net worth individuals)	160	$63,300,052
High net worth individuals	122	$340,002,500

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